Individuals

We advise individual clients concerning every aspect of wealth management, from the technical (investments, compliance, taxes, etc.) to the personal – the effect their wealth has on their personal lives and the communities in which they live. With a clear understanding of each client’s unique needs and issues, we work to develop and manage prudent, well-coordinated investment, estate, tax and philanthropic programs.

We specialize in Multi-Generational Family Wealth Management whether with first generations who are establishing a multi-generational wealth transfer strategy or subsequent generations who are beneficiaries of substantial familial inheritances. Typically we serve as the families’ most objective and trusted advisor, coordinating and overseeing the entire program as the family navigates years of growth and transition.

Investment Advisory

  • Non-custodial
  • Discretionary
  • Custom Portfolios
  • Manage for Risk

Estate Planning

  • Wealth Transfer
  • Life Insurance
  • Will & Trust Review
  • Risk Management
  • Transition Planning
  • Wealth Responsibility

Personal Financial Planning

  • Cash Flow
  • Retirement Funding Analysis
  • College Funding